Conlon & Company

Conlon & Company is a certified public accounting and financial planning firm founded in 1984 and headquartered in Rochester, New York, with an additional office in Fresno, California. The firm employs under 49 professionals, including Certified Public Accountants, Personal Financial Specialists, Certified Financial Planners, and Elder Planning Specialists. Conlon & Company focuses on putting clients first and providing complete financial services to help individuals and businesses achieve their financial goals.

The firm offers a range of services including tax preparation, bookkeeping, and financial planning, as well as BPO (business process outsourcing) services. Its areas of expertise cover accounting, with specific capabilities in bookkeeping and tax preparation. Conlon & Company also provides interactive financial calculators and resourceful tools on its website to assist clients with tax, loan, business, and retirement planning.

Conlon & Company serves clients in the corporate services, finance, and HR industries. The firm works with small businesses, medium businesses, individuals, not-for-profits, trusts, and foundations. Notable clients include IOTronix LLC, Southwestern Trucking Inc., and Ibero-American Action League, Inc.

Based on Google reviews, Conlon & Company holds a 4.9 rating from 32 reviews. Clients consistently praise the firm for personal, prompt, and attentive service, with many being long-term clients for over 15 years. Reviewers highlight the team's ability to handle complex tax situations, such as dual citizenship filings and disaster-related losses, with ease and minimal client involvement.

The firm's portfolio includes work with a variety of client types, demonstrating its ability to serve both local and remote clients across the United States and globally. Conlon & Company's dedication to superior client service and timely advice has built its reputation in the Rochester area and beyond.